13F Insight
DOSSIER · 13F Holders · Q1 2026
TPSC

TIMOTHY PLAN

95 institutions still hold TIMOTHY PLAN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 887432342·95 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$189M
visible holders
Holders
95
filers reporting
Concentration
20.58%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

95 institutions reported TPSC in Q1 2026. LPL Financial LLC leads at 20.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$39M915K0.01%Q1 202602
WESTWOOD HOLDINGS GROUP INC
CIK 0001165002
$25M580K0.18%Q1 202603
Christian Investment Advisors, Inc.
CIK 0002055071
$15M339K9.38%Q1 202604
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$12M290K0.75%Q1 202605
Bare Financial Services, Inc
CIK 0002009426
$11M263K2.95%Q1 202606
Plan A Wealth LLC
CIK 0002093645
$9M183K3.73%Q2 202607
Faithward Advisors, LLC
CIK 0001695078
$8M184K1.12%Q1 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$8M183K0.01%Q1 202609
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M180K0.00%Q1 202610
O'Connor Financial Group LLC
CIK 0001973783
$7M154K2.61%Q2 202611
Kestra Advisory Services, LLC
CIK 0001830819
$7M160K0.03%Q1 202612
OneAscent Financial Services LLC
CIK 0001780985
$6M151K0.35%Q1 202613
CreativeOne Wealth, LLC
CIK 0001739728
$6M139K0.14%Q1 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$6M120K0.01%Q2 202615
EverSource Wealth Advisors, LLC
CIK 0001710537
$5M105K0.17%Q2 202616
ASSETMARK, INC
CIK 0001344551
$5M115K0.01%Q4 202517
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M87K0.00%Q1 202618
Turning Point Benefit Group, Inc.
CIK 0002008513
$3M73K1.50%Q2 202619
Sound Financial Strategies Group, LLC
CIK 0001800620
$3M73K2.11%Q1 202620
FAMILY WEALTH PARTNERS, LLC
CIK 0002016217
$3M56K0.82%Q2 2026
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